EXEL · Company research
Exelixis Inc (EXEL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31530 | 1715565 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Arbejdsmarkedets Tillaegspension | 2105395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 567100 | 30855911 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65873 | 3584150 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 2014 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4770 | 259536 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILESTONE ASSET MANAGEMENT, LLC | 1964722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29389 | 1599055 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250987 | 13657 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69944 | 3806 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28223 | 1535603 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17193 | 935471 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 485408 | 26411049 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20356 | 1107547 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8878 | 483052 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4027 | 219109 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1085936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 630675 | 34315027 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4218 | 229501 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Driehaus Capital Management LLC | 938206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 478322 | 26025500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70918 | 3858648 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 2830 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96885 | 5271513 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Sofinnova Investments, Inc. | 1631134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254200 | 13831022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162900 | 8863389 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RWA WEALTH PARTNERS, LLC | 1544576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8806 | 479134 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13440 | 731270 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82212 | 4473 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80866 | 4400 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Polaris Capital Management, LLC | 1316926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26300 | 1430983 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40226 | 2189 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 22867 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Koshinski Asset Management, Inc. | 1633389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5169 | 281245 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 10882 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229749 | 12500643 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Annex Advisory Services, LLC | 1542287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25918 | 1410198 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ariadne Wealth Management, LP | 2034793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5155 | 280484 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 871 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75972 | 4133637 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PFA Pension, Forsikringsaktieselskab | 1730073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44276 | 2409057 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 1959 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 762 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4956 | 269656 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Van Diest Capital, LLC | 2111825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5481 | 298200 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5818 | 316557 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60438 | 3288432 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6419 | 349258 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Oakmont Advisory Group, LLC | 2115370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7583 | 412617 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1332811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6789 | 297562 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WESTBOURNE INVESTMENTS, INC. | 932929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23325 | 1269113 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Post Resch Tallon Group Inc. | 2054476 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50397 | 2742119 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Sarver Vrooman Wealth Advisors | 2076215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1029 | 57238 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23865 | 1298471 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lummis Asset Management, LP | 2011652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 54410 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357 | 19424 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10029 | 545678 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1416 | 77045 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Three Seasons Wealth, LLC | 2044495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30814 | 1676590 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99834 | 5431968 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279880 | 15228271 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Caitlin John, LLC | 2010947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9736 | 529736 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 539728 | 29366600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| L2 Asset Management, LLC | 1686988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125702 | 6839466 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8031 | 436967 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4966 | 270200 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 163231 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197509 | 10746465 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68589 | 3731927 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5602 | 304805 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Heron Bay Capital Management | 1842149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114799 | 6246214 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DAYMARK WEALTH PARTNERS, LLC | 1956824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4186 | 227760 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 260 | 14 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| NWAM LLC | 1655006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5619 | 305730 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Freestone Capital Holdings, LLC | 1470876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6974 | 379455 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145 | 7889 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1523 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 651800 | 35464438 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1321 | 71876 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2543353 | 138383701 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JNBA Financial Advisors | 1569118 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 5441 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 1088388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25602 | 1393005 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1903880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2939 | 159911 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Lansforsakringar Fondforvaltning AB (publ) | 2059323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11384 | 619403 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.